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[Reuters] Exclusive-Sony in talks to buy media powerhouse behind 'Elden Ring', sources say

Gaiff

SBI’s Resident Gaslighter
If Sony goes all in for a storefront there’s no reason to not do day and date
If they do that, I do think this will negatively impact their PS business. The big problem is that it'll do nothing for PlayStation while incentivizing potential PS customers and even current ones to just move or stay on PC. This will have an effect on PS+ and subscription services, which are major drivers for Sony. Obviously, charging for online on PC is out of the question. They could perhaps introduce some sort of subscription service to play older titles for a monthly fee and keep their premium games full price.

Sony has to be smart here because there is some overlap between PC and PS. Not nearly as much as some think, but still.

Oh, and let's not forget that this would also significantly hurt their internal studios who'll now have to ship a PC-ready version day 1. The polish expected from 1st-party games cannot be sacrificed just for PC.
 
Coincidentally.....

I woke up late this morning. That NEVER happens unless something major's going down.

So trust me. This? It's gonna happen. Too much of a coincidence.

If they do that, I do think this will negatively impact their PS business. The big problem is that it'll do nothing for PlayStation while incentivizing potential PS customers and even current ones to just move or stay on PC. This will have an effect on PS+ and subscription services, which are major drivers for Sony. Obviously, charging for online on PC is out of the question. They could perhaps introduce some sort of subscription service to play older titles for a monthly fee and keep their premium games full price.

Sony has to be smart here because there is some overlap between PC and PS. Not nearly as much as some think, but still.

Oh, and let's not forget that this would also significantly hurt their internal studios who'll now have to ship a PC-ready version day 1. The polish expected from 1st-party games cannot be sacrificed just for PC.

You know, I didn't consider that this could also be an anchor point to set up their own PS launcher. Souls games are insanely popular on PC, though I don't SIE would remove them from Steam even if they did a launcher.

But better/more optimized integration of some features between the games and their launcher, plus the launcher & console, would be a thing. Maybe bonuses & perks exclusive to their launcher, too. That said, all the trouble points you mentioned about a launcher's potential impact on the console are true.

I say this as a PlayStation fan. If you think I'm an Xbox or PC fan worrying about sudden Fromsoft exclusivity, I am not, and no one else should be. Sony have already displayed rank stupidity in buying Bungie at all, and then allowing them to continue supporting at least 2 competing platforms. They're not going to make the next Soulslop game exclusive.

My fear is that I don't want Hermen Hulst or Totoki or Sony top brass in general getting any big ideas about being a multimedia conglomerate where the gaming piece is just a cog in that machine. We see what that kind of position has led to with the Xbox brand.

Can see your concern, but I wouldn't worry too much about that. Anime is massive these days, but it still covers specific niches; I don't think you're gonna get Demon Slayer-themed maid cafes at Universal theme parks anytime soon (outside of Asia ;), for example.

Also in terms of how it impacts games, Kadokawa isn't SO large that it creates a debt burden to the gaming subsidiary and through that, basically forces them to go fully multiplatform while leaving the console to rot. It's nothing like an ABK situation, so I'm not gonna worry about PlayStation teaming up with IHOP for an hour-long cringe stream anytime soon.
 
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midnightAI

Banned
Didn't realise it had actually happened

Surprised Sony aren't offering Crunchyroll as an incentive to take out PS+ Premium, it would definitely steer me more towards paying for the higher tier
It is..... depending on the country you are in

Crunchyroll is accessible to PS Plus Premium/Deluxe subscriber in these countries with more expected to be added this year:
  • Australia
  • Canada
  • Denmark
  • Finland
  • Ireland
  • Netherlands
  • New Zealand
  • Norway
  • Portugal
  • Poland
  • Sweden
  • United Kingdom
  • United States of America
(as of 13th Jan)
 
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If they do that, I do think this will negatively impact their PS business. The big problem is that it'll do nothing for PlayStation while incentivizing potential PS customers and even current ones to just move or stay on PC. This will have an effect on PS+ and subscription services, which are major drivers for Sony. Obviously, charging for online on PC is out of the question. They could perhaps introduce some sort of subscription service to play older titles for a monthly fee and keep their premium games full price.

Sony has to be smart here because there is some overlap between PC and PS. Not nearly as much as some think, but still.

Oh, and let's not forget that this would also significantly hurt their internal studios who'll now have to ship a PC-ready version day 1. The polish expected from 1st-party games cannot be sacrificed just for PC.

They may drop ps+ paywall requirements for online play and just have it come with other perks

The net gain in of customers from additional 30% cut from third parties and first parties may more than offset the loss of ps+ subs
 
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splattered

Member
Why would they be spun out?

1) FromSoftware may not want to be owned by Sony.
2) Sony may not want to spend the money it would take if it includes From.
3) I'm sure there are other reasons but i'm not gonna sit and go down that rabbit hole.

I'm not really for or against acquisitions either way, i just think it's funny certain people are jumping up and down over this when they were screaming bloody murder about the dumb Activision acquisiton.
 

Thick Thighs Save Lives

NeoGAF's Physical Games Advocate Extraordinaire
Didn't realise it had actually happened

Surprised Sony aren't offering Crunchyroll as an incentive to take out PS+ Premium, it would definitely steer me more towards paying for the higher tier
They sometimes run Crunchyroll promos for PlayStation users. Got 2 free months of Crunchyroll Premium, presumably because I'm a PS+ subscriber (though I'm not 100% sure).

F3u5wN1.png
 

rofif

Can’t Git Gud
Lego bloodborne horizons

The last of us rings

Marvels Dark Souls

If this happens, and they fuck it up, I’m quitting gaming as a whole. From soft and capcom are all I have left.
Lego bloodborne would slay
 

Zacfoldor

Member
Remember, just like actiblizz, Sony doesn't lose anything but liquidity in the deal. They still own the product they purchase and just need to make their money back over time.

Xbox did this to you.
 
Didn't realise it had actually happened

Surprised Sony aren't offering Crunchyroll as an incentive to take out PS+ Premium, it would definitely steer me more towards paying for the higher tier
Yeah it's weird how Sony's different companies don't even seem to talk to each other. In fact Crunchyroll was a perk for Gamepass a while ago, lmao.
 

Gojiira

Member
WAHAHAHA YES! Here we go!
Come on Playstation, you need a serious RPG dev and From is a no brainer especially given the excellent rapport between them and Sony.
 

Ebrietas

Member
Remember, just like actiblizz, Sony doesn't lose anything but liquidity in the deal. They still own the product they purchase and just need to make their money back over time.

Xbox did this to you.
It’s an asset that aligns well with their current business. This wouldn’t just be about From. Sony is big on anime. They want to be a multimedia powerhouse. Owning Elden Ring is just a bonus.
 
The purples are crying about a monopoly, despite having spent their whole existence making sure the website is favourable towards the most monopolistic company in modern history.

You couldn't write this.

Why am I not even surprised? Once again, they just show they're corpo apologists but only if that corporation is Microsoft. Imagine claiming you're a progressive but defending a $3 trillion global conglomerate.

Their existence is an oxymoron.

I'm not a fan of all of these acquisitions, but I do agree that this is one of those that actually make some sense unlike Bethesda/Bungie. Not quite to the point of the Insomniac acquisition but it at least makes sense business wise.

TBH I think Zenimax did make sense for Microsoft but mainly for Bethesda. Bethesda have a history with DOS & Windows similar to FromSoft with PlayStation, and MS did invest in them back in the early '00s which helped form Zenimax in the first place. Morrowind was an OG Xbox console exclusive and Oblivion a timed 360 console exclusive, too, so there's been a lot of history of close partnerships & exclusivity between Microsoft and Bethesda.

But the same can't be said for most of the other Zenimax studios, and couldn't be said at all about ABK. No close history between Microsoft & them, so it just looked like soulless market consolidation.
 
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Mephisto40

Member
It is..... depending on the country you are in

Crunchyroll is accessible to PS Plus Premium/Deluxe subscriber in these countries with more expected to be added this year:
  • Australia
  • Canada
  • Denmark
  • Finland
  • Ireland
  • Netherlands
  • New Zealand
  • Norway
  • Portugal
  • Poland
  • Sweden
  • United Kingdom
  • United States of America
(as of 13th Jan)
It's a limited version you get access to, which doesn't include everything on crunchyroll, just select shows and movies. And it's not a direct crunchyroll subscription, you need to access the content via the sony picture catalogue
u7cS42y.png
 
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wait a fricking minute... would acquiring this company be a little more expensive than what they paid for Bungie?....

If they locked in pricing before this leaked out you'd be looking at, at most 2.7B in market cap with maybe as little as a 1.25 premium.

Could be as little as 3.375 billion or could be as much as 4.05 billion (or it could be higher if they haven't locked pricing in).

Bungie was 2.4 billion dollars with an additional 1.2 billion in retention bonuses much of which probably weren't paid out due to layoffs and restructuring. So probably closer to 3 billion dollars.

I doubt they would do retention bonuses at Kadokawa.
 

Sanepar

Member
The purples are crying about a monopoly, despite having spent their whole existence making sure the website is favourable towards the most monopolistic company in modern history.

You couldn't write this.
You need to remember admins there are xbox mvps. There is plenty ms and xbox employess shadowed as regular users there. Everything from Sony is negative there and everything from MS they are always cheering up. That forum is a joke an inception xbox house to convince people they are the underdog and should be allowed to buy the whole industry to make mandatory rent.
 
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You need to remember admins there are xbox mvps. There is plenty ms and xbox employess shadowed as regular users there. Everything from Sony is negative there and everything from MS they are always cheering up. That forum is a joke an inception xbox house to convince people they are the underdog and should be allowed to buy the whole industry to make mandatory rent.

Glad the ambassador program has ended, but these chumps still work for free
 

adamsapple

Or is it just one of Phil's balls in my throat?
Sorry, but I just don't see anything good coming from all this consolidation. From Software is doing damn fine work as a third party. Would rather they stayed that way. I'm not even a Elder Scrolls/Souls fan

I have full faith that regulatory body with morals like the CMA will stand up against this disastrous corporate consolidation attempt 😇
 
I thought this was just about FromSoftware so I was, like, whatever, their future games will most likely also released on PC, but the fuckers at Sony want to buy the whole company? Fuck that shit, absolutely fuck that shit.
The moment Sony buys Kadokawa is the moment comic magazines like Harta and Comic Beam are scrapped and all their anime productions become a cesspool of political correctness.

God, please make the talks fall apart already or make whatever regulatory body break the deal.
 

PaintTinJr

Member
I have full faith that regulatory body with morals like the CMA will stand up against this disastrous corporate consolidation attempt 😇
You joke, but on the animation side of things they might have to sell off and rent back the TV streaming rights from someone like AolTimeWarner ;)

But in all seriousness that could be a possibility except I think the title is misleading and I suspect FromSoftware don't have the rights for an Elden Ring 2, given the game was based on work by a famous author, and the author might still own rights to any sequel.
 

midnightAI

Banned
It's a limited version you get access to, which doesn't include everything on crunchyroll, just select shows and movies. And it's not a direct crunchyroll subscription, you need to access the content via the sony picture catalogue
u7cS42y.png
Ah, ok, fair enough, I don't watch it so wouldn't know, I just knew they had something on there for Premium
 

midnightAI

Banned
I thought this was just about FromSoftware so I was, like, whatever, their future games will most likely also released on PC, but the fuckers at Sony want to buy the whole company? Fuck that shit, absolutely fuck that shit.
The moment Sony buys Kadokawa is the moment comic magazines like Harta and Comic Beam are scrapped and all their anime productions become a cesspool of political correctness.

God, please make the talks fall apart already or make whatever regulatory body break the deal.
Has it affected their other anime and manga purchases? Are they a 'cesspool of political correctness'?
 
I can easily see a scenario where Fromsoft buys out Kadokawa's shares in it before this happens, or more likely gets some kind of stipulation where Sony must sell them those shares after the acquisition. Miyazaki is the contemporary Kojima, and PlayStation bent over backwards to appease both him, and a deceptively weak Bungie.

That said, Fromsoftware seems to be a footnote in this deal - this is more about manga/anime marketshare expansion than gaming. I still don't want this, because of what I said earlier in the thread: If PlayStation just becomes a cog in a deluded multimedia machine version of Sony, things are going to get even worse than they are now.

But why would Miyazaki want out unless you're suggesting Sony would force SIE to force From Software into development conditions Miyazaki wont' accept?

It'd take a lot for that scenario to occur IMO. SIE will still let Miyazaki make the games he wants, provide the funding he needs, and release on as many platforms he wants. They're not gonna force conditions he wouldn't like, so if Miyazaki is fine with a publisher like Kadokawa already owning most of From Software, why would he be upset if that ownership simply transferred to Sony, who'd likely delegate responsibilities to SIE who'd simply treat From Software like how Kadokawa and Bandai-Namco already do?

The only thing that'd likely change is SIE publishing future From Software games instead of Bandai-Namco, outside of any contracts Bandai-Namco already have set up. Even then it's likely SIE would work something out with Bandai-Namco. There's literally nothing in this specific M&A that would make Miyazaki leave, as far as I can tell.

Unless there's something I'm missing?

Because it is. Many creative in the Arts do not enjoy being owned by large companies.

It's not just tango. Plenty of studio talent leave after acquisitions. Tango was just one of many.

If that's the case he would've left when Kadokawa bought 66% of From Software. I think you guys have it mistaken; creatives tend to leave if a big corporation buys them AND that corporation has a culture & history of suppressing the creative process, usually through poor management or overbearing management that prevents them from creating what they want.

Generally speaking, Sony don't have those issues, particularly on the gaming side. Historically speaking, anyway. After Concord, I don't think I'd want Hulst having any say in what From Software should or shouldn't be doing, so if this all goes through, he should just be Miyazaki's Yes-man. Miyazaki asks for something, Hulst approves without question or stipulation, because Miyazaki knows what he's doing.

Hulst, you gotta redeem yourself after Concord & LEGO Horizon, and staying on Miyazaki's good side is a solid start towards that 👍.
 
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Sonys on that king kong shit remember they sitting on 20bil after that paramount deal fell thru interesting times ahead i dont see them buying outright more likely to increase the stake in kady
 

Mayar

Member
I hope Miyazaki veto Kadokawa CEO and boards, he should refuse to work under Sony's management
They themselves put their company up for auction on the stock market... Do you even think before writing? I think they are comfortable there, and they don't think about it. Players sometimes overdramatize the situation, it's just a regular business - big guys make big money. If he is not satisfied with something in his work, he will leave and open a new studio, and if he is satisfied with everything, he will continue to work as before. For him, any trades through the stock market are additional investments in game development.
 
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